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Monday 3 August 2026
Memory makers lift capex as Kioxia holds spending to defend NAND lead
Major memory suppliers are increasing capital spending as AI-related demand from U.S. technology companies accelerates, but Kioxia is keeping investment comparatively tight. According...
Monday 3 August 2026
Amazon deepens OpenAI ties with US$50B AWS expansion
Amazon has completed the latest round of its US$50 billion investment in OpenAI, fully funding an originally conditional financing package that gives it about a 5% stake in the company...
Monday 3 August 2026
CSCC opens Pingtung R&D center to target battery, semiconductor supply chains
China Steel Chemical Corporation has opened a new research and development center at its Pingtung plant as it expands into lithium battery anode materials, advanced carbon materials,...
Monday 3 August 2026
Chinese display makers reportedly double down on large LCDs and OLED expansion

China's leading display manufacturers are stepping up investments across both LCD and OLED technologies, targeting larger TV panels...

Monday 3 August 2026
Korean OLED makers double down on premium tech as Chinese rivals move upmarket

The display industry is edging toward a new competitive phase as South Korea and China intensify their rivalry over next-generation...

Monday 3 August 2026
MA-tek sells 80% stake in Shanghai subsidiary to accelerate global expansion
Semiconductor testing company Materials Analysis Technology (MA-tek) approved the sale of an 80% stake in its Chinese subsidiary MA-tek Technology Testing (Shanghai), as it moves to...
Monday 3 August 2026
India advances semiconductor ambitions as Visakhapatnam OSAT plant anchors South India packaging push

India is moving deeper into semiconductor manufacturing with construction beginning on an INR23.87 billion (US$250 million) OSAT facility...

Monday 3 August 2026
Pat Gelsinger joins xLight in bid to bring TSMC into US-made lithography project
US semiconductor policy is moving deeper into the most critical layers of advanced chipmaking, with former Intel chief executive Pat Gelsinger again emerging as a central figure. After...
Monday 3 August 2026
Doosan's SK Siltron acquisition reshapes semiconductor supply chain, accelerates AI-focused portfolio shift
Doosan Group's agreement to acquire a controlling stake in SK Siltron for KRW2.3 trillion (US$1.6 billion) will expand its semiconductor footprint from materials and testing into wafer...
Monday 3 August 2026
Column: AI agents are advancing rapidly, but the automation map remains smaller than expected

Token prices are falling while overall AI usage continues to surge — a trend this column examined in March 2026 and one that...

Monday 3 August 2026
India roundup: R&D hubs, domestic tooling, OSAT investments, and AI hubs are powering India’s chip push

India is expanding its semiconductor ambitions through new R&D centers, indigenous design...

Monday 3 August 2026
Liteon lifts 2026 capex after AI data center demand sends 2Q profit up 126%
Liteon Technology posted record profit and margins for the second quarter of 2026, fueled by surging demand for AI data center power infrastructure. The company raised its full-year...
Monday 3 August 2026
Taiwan steps up investment in AI startups, compute infrastructure

The AI boom has been lifting Taiwan's upstream, midstream and downstream supply chains, but the country's application development remains...

Sunday 2 August 2026
TASA opens space startup base to push Taiwan toward satellite ODM
The Taiwan Space Agency (TASA) opened its new space startup accelerator, TASA iSPARK, on July 31 at National Yang Ming Chiao Tung University's Boai campus in Hsinchu. The center said...
Sunday 2 August 2026
Ennoconn tender for Kontron closes as Germany reviews foreign investment approval
Ennoconn Technologies' public tender offer for its subsidiary Kontron AG closed after the offer period ended, but the final outcome still depends on a German foreign direct investment...